Order Rules

Order Rules in Helm allow you to automate decision-making during order processing based on specific conditions such as SKU, order value, shipping destination, or item quantity. These rules enable you to streamline your fulfilment process, reduce manual oversight, and increase operational accuracy

Last updated 3 months ago

When to Use

Use Order Rules when:

  • You want to automatically route orders for special handling (e.g. high-priority or fragile goods)

  • Orders with certain SKUs or destinations need special treatment or manual approval

  • Orders should be flagged, held, or escalated based on business logic

  • You want to automate team workload distribution

Steps to Create an Order Rule

  1. Navigate to:
    Settings → Order Rules

  2. Click Create Rule

  3. Name your rule (e.g. Hold All International Orders or Flag Bulk Orders)

  4. Define your condition(s):

    • Example conditions:

      • SKU contains “GLASS”

      • Destination country is not “GB”

      • Quantity > 10

      • Order value > £100

  5. Define the action to be taken:

    • Place order on hold

    • Assign to specific team queue

    • Set priority or trigger internal notification

  6. Save and test the rule in sandbox mode or with test orders

Example Scenarios

  • Hold orders with international shipping for manual verification

  • Flag fragile items (e.g. glassware) for extra packaging steps

  • Automatically pause orders with mismatched address fields or missing phone numbers

Tips & Best Practices

  • Use Helm’s sandbox environment to test rules before deploying

  • Be specific with conditions to avoid over-triggering rules

  • Regularly review and refine rules based on fulfilment data